Flagship Harbor Advisors’s Sun Communities SUI Stock Holding History

Flagship Harbor Advisors’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,605	Closed	-$207K	–	2319
2025 Q3	$207K	Buy	1,605 +7	+0.4%	+$885	0.01%	767
2025 Q2	$202K	Buy	+1,598	New	+$198K	0.01%	740
2024 Q4	–	Sell	-1,512	Closed	-$204K	–	786
2024 Q3	$204K	Buy	+1,512	New	+$199K	0.01%	689
2020 Q4	–	Sell	-5	Closed	–	–	1609
2020 Q3	$0	Hold	5	–	–	﹤0.01%	2152
2020 Q2	$0	Sell	5 -80	-94%	-$10.6K	﹤0.01%	2148
2020 Q1	$11K	Hold	85	–	–	﹤0.01%	1210
2019 Q4	$13K	Buy	85 +1	+1%	+$156	﹤0.01%	1262
2019 Q3	$12K	Buy	84 +1	+1%	+$141	﹤0.01%	1245
2019 Q2	$10K	Hold	83	–	–	﹤0.01%	1311
2019 Q1	$9K	Buy	83 +1	+1%	+$111	﹤0.01%	1340
2018 Q4	$8K	Buy	82 +5	+6%	+$509	﹤0.01%	1317
2018 Q3	$8K	Buy	77 +1	+1%	+$100	﹤0.01%	1545
2018 Q2	$7K	Buy	+76	New	+$7.15K	﹤0.01%	1542

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flagship Harbor Advisors's SUI Position: Q4 2025 in Review

Flagship Harbor Advisors sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1,605 shares — an estimated $207K sold.

Flagship Harbor Advisors first reported a position in SUI in Q2 2018 and held it in 13 quarters. The position peaked at $207K in Q3 2025. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Flagship Harbor Advisors reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Flagship Harbor Advisors sold 1,605 Sun Communities shares in Q4 2025, an estimated $207K.
Flagship Harbor Advisors first reported a position in Sun Communities in Q2 2018 and held it in 13 quarters.
Flagship Harbor Advisors's Sun Communities position peaked at $207K in Q3 2025.
539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Flagship Harbor Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.